Powerful Modules for Full Client Leadership
Every module works on the same client record, so the assessment feeds the initiatives, the initiatives feed the budget and the client sees all of it in the portal.
vCIO QBR Automation
Grade every client on 100+ points, turn the findings into initiatives and a budget, and walk into the QBR with the report already built.
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Arya AI QBR Automation
The world’s first vCIO agent. Ask Arya about technology and scopes of work, let her help fill out assessments, and cut QBR prep by 70% or more.
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MSP Client Portal
Strategy, initiatives, budget, assets, tickets, documentation and Microsoft 365 licenses in a portal with your logo and your domain.
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Asset Lifecycle & Warranty Updating
Every computer and server graded and budgeted. Purchase date, warranty date and manufacturer update automatically for Dell, HP, HPE, Lenovo, Apple, Acer and Asus.
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Microsoft 365 Reporting
Every license under every contact, MFA enabled or enforced, NCE expirations across all clients. Clients audit their own licenses in the portal.
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Initiatives & Plan Module
Plan any initiative for any client or team with owners and dates. Anything you plan once becomes a template for everyone.
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Why Strategy Overview?
Reactive support is a commodity. What clients pay a premium for is a plan. Strategy Overview is the platform built to deliver that plan every quarter, for every client, from one record.
Built for the QBR, by MSP operators
Strategy Overview started inside an MSP. Assessment, initiatives, budget and report are one client record, so the QBR is assembled, not rebuilt.
Unlimited users, priced per client
Every vCIO, account manager and engineer gets a seat. You pay for the companies you manage, and the per client rate drops as you grow.
Month to month, free to start
Free for 3 companies, golden template included. No long term contract on any plan.
Arya, the world's first vCIO assistant
Ask about technology, scopes of work and QBR best practice, and let Arya help fill out the assessment. Plus an open API and an MCP server.
Connected to the stack you already run
ConnectWise, Autotask, Halo, Kaseya BMS, Syncro, ServiceNow, NinjaOne, Datto RMM, Hudu, IT Glue, Microsoft 365 and more. Nothing to re-key.
Recognized by the MSP community
IT Nation PitchIT winner, BetterTracker Category Leader and Fastest Growing.
Your data, in the region you choose
Strategy Overview runs on Microsoft Azure in the United States and in Ireland. Pick the datacenter when you register and every client you add lives there.
United States
Microsoft Azure datacenters in the US for North American MSPs. Client data stays in country.
- Low latency for US and Canadian partners
- Azure security and uptime
- Selected when you create your account
Ireland
Microsoft Azure datacenters in Ireland for MSPs in the UK and the EU. Data stays inside the EU.
- EU data residency for European partners
- Azure security and uptime
- Selected when you create your account
API
&
MCP
Connect your existing AI and automations with our API and a first-class MCP server to take your IT leadership into the future.
LAUNCHING IN SEPTEMBER
Become a Strategic MSP
Start a mature vCIO process in 5 minutes with our free golden template.
- Free for 3 companies
- Unlimited users
- Golden template included